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Setting Up Integration with PeopleSoft Financials and Oracle Financials

This section discusses:

Page Name

Definition Name

Navigation

Usage

Batch Publish Rules

EO_MSGPUBBATCH

select Enterprise Components, then select Integration Definitions, then select Batch Publish Rules

Define batch publish rules for GL messaging.

Batch Programs

EO_MSGBATPGM

select Enterprise Components, then select Integration Definitions, then select Batch Publish Rules, then select Batch Programs

Define batch programs for GL messaging.

Full Table Publish Rules

EO_MSGPUBFULL

select Enterprise Components, then select Integration Definitions, then select Full Data Publish Rules, then select Full Table Publish Rules

Set up business unit synchronization for PeopleSoft Financials.

Full Data Publish

EO_FULLDATAPUB

select Enterprise Components, then select Integration Definitions, then select Initiate Processes, then select Full Data Publish

Synchronize Student Financials business unit data with PeopleSoft Financials.

Access the Batch Publish Rules page (select Enterprise Components, then select Integration Definitions, then select Batch Publish Rules).

Image: Batch Publish Rules page

This example illustrates the fields and controls on the Batch Publish Rules page. You can find definitions for the fields and controls later on this page.

Batch Publish Rules page

To define batch publish rules:

  1. Enter STUDENT_FIN_ACCTG_LINE in the Publish Rule ID field.

  2. Select Active in the Status field.

  3. Do one of the following:

    • For PeopleSoft Financials 8.4 integration, select the Create Message Header and Create Message Trailer check boxes.

    • For integration with PeopleSoft Financials version 8.8 onwards, clear both check boxes.

    • For Oracle Financials integration, clear both check boxes.

Access the Batch Programs page (select Enterprise Components, then select Integration Definitions, then select Batch Publish Rules, then select Batch Programs).

Image: Batch Programs page

This example illustrates the fields and controls on the Batch Programs page. You can find definitions for the fields and controls later on this page.

Batch Programs page

  1. Select STUDENT_FIN_ACCTG_LINE as the message name.

  2. Enter the process names SFDPTREC (Cashiering GL Interface process) and SFPGLINT (GL Interface process), which EOP_PUBLISHM picks up when publishing accounting lines to PeopleSoft Financials or Oracle Financials.

    If you do not select these processes, the messages will not be created when EOP_PUBLISHM runs.

This section applies to integration with PeopleSoft Financials only.

Access the Full Table Publish Rules page (select Enterprise Components, then select Integration Definitions, then select Full Data Publish Rules, then select Full Table Publish Rules).

Image: Full Table Publish Rules page

This example illustrates the fields and controls on the Full Table Publish Rules page. You can find definitions for the fields and controls later on this page.

Full Table Publish Rules page

To set up business unit synchronization:

  1. Enter BUS_UNIT_SF_FULLSYNC in the Publish Rule ID field.

    This rule publishes three fields (Business Unit, Description, Short Description) for all rows on the table to PeopleSoft Financials.

  2. Select Active in the Status field.

  3. Select the Create Message Header and Create Message Trailer check boxes.

Note: You must synchronize all Student Financials business units before you run any GL processes by running BUS_UNIT_SF_FULLSYNC full table publish once. Thereafter, the system manages additions or changes through messaging in the SF Business Unit component (BUSINESS_UNIT_SF).

This section applies to integration with PeopleSoft Financials only.

Access the Full Data Publish page (select Enterprise Components, then select Integration Definitions, then select Initiate Processes, then select Full Data Publish).

Image: Full Data Publish page

This example illustrates the fields and controls on the Full Data Publish page. You can find definitions for the fields and controls later on this page.

Full Data Publish page

To synchronize business units:

  1. Enter a request ID and description.

  2. Select the Once option in the Process Frequency group box.

    Note: You can rerun this process without harming your system if the PeopleSoft Financials database becomes unsynchronized or corrupt.

  3. Select BUS_UNIT_SF_FULLSYNC in the Message Name field.

  4. Click Run.

After the process runs, the system keeps business units synchronized by triggering a message to the PeopleSoft Financials database whenever you change information in the Description field or the Short Description field on the General 1 page of the SF Business Unit component. In addition, the system triggers a message to PeopleSoft Financials whenever you add a new business unit.

Note: The queue HR_SETUP enables one-way messaging and data publishing. To use this channel, you must configure the message node information by inserting the proper URL. PeopleSoft Financials must subscribe to these Student Financials published messages to keep its database up to date.

See product documentation for PeopleSoft General Ledger.